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Display Two related Entities

Create a new "D CRM EG Configuration"

Select an entity to display the grid on. Example Case

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Select and two entites to the list of entities to be displayed. Example Account and Contact

config2copy.png

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Drag Contact entity and drop it on the Account entity

If the drag entity (Contact) has many to one relationship with the dropped entity (Account), you will have the option to display related Contacts or all Contacts.

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Select fields for Account and Contact

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Save and close the new configuration

Setting up the web resource

Open any "Case" record. Find and click "Form Editor" menu item.

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In the form editor, add a new "One Column Tab" to the form.

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Open up the new tab's properties (DbClick or use properties tool-bar button). Uncheck "Show the label for this tab on the form" check box. Click OK button.

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Add a new web resource to the tab.

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For the web resource, enter "dcrmeg_dcrmeghtml". Enter a name for the web resource.

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Click on the "Formatting" tab of the new Add Web Resource window.

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Set the "Number of rows" to 20. Uncheck "Display border". Click OK.

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Save and publish the changes to the case form.

Refresh the case record. You should see a grid displaying selected fields from the "Account" entity. Clicking the "+" sign in each grid row will display related contacts.

Last edited Jul 4, 2016 at 4:10 PM by mehrdadcrm, version 7